Schwab Long-Term US TreasurySCHQETF
13F holders, Q2 2026 (June 30)118holders −3
24new positions
28sold out
1famous investor
$31.27avg. 13F price*
At the end of Q2 2026, 118 institutions reported holding Schwab Long-Term US Treasury (SCHQ) in their 13F filings, down 3 from Q1 2026. 24 opened new positions and 28 sold out. The largest holders were Tidal Investments LLC ($43.4M), Envestnet Asset Management Inc. ($43.4M) and Mirae Asset Global Investments Co., Ltd. ($23.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Long-Term US Treasury
- CUSIP
- 808524680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.9M |
| Exits | 28 | $6.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,540,569 shares bought and 6,112,252 shares sold, net −4,571,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Tidal Investments LLC | 0.11% | Add +106.3% | 1,394,729 | $43.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -65.3% | 1,385,488 | $43.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -24.0% | 742,964 | $23.3M |
| Sfmg, LLC | 1.19% | Add +15.0% | 621,809 | $19.5M |
| LPL Financial LLC | 0.00% | Reduce -55.8% | 601,655 | $18.8M |
| Carolina Wealth Advisors, LLC | 7.11% | Add +2.7% | 579,543 | $18.1M |
| Werba Rubin Papier Wealth Management | 1.77% | Reduce -2.8% | 465,471 | $14.6M |
| MML Investors Services, LLC | 0.03% | Reduce -59.0% | 400,837 | $12.5M |
| Bank of New York Mellon Corp | 0.00% | Add +12.1% | 320,135 | $10.0M |
| Wells Fargo & Company | 0.00% | Reduce -43.8% | 263,799 | $8.3M |
| Cetera Investment Advisers | 0.01% | Reduce -36.5% | 236,728 | $7.4M |
| AllGen Financial Advisors, Inc. | 1.52% | New | 221,736 | $6.9M |
| Summit Financial, LLC | 0.07% | Add +9.7% | 207,404 | $6.5M |
| Beacon Bridge Wealth Partners, LLC | 1.52% | Reduce -3.9% | 169,913 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 167,188 | $5.2M |
| L2 Asset Management, LLC | 0.54% | Reduce -49.0% | 165,654 | $5.2M |
| Centric Wealth Management | 0.79% | No change | 164,686 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -49.0% | 159,441 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 144,191 | $4.5M |
| Attessa Capital LLC | 1.86% | Add +7.4% | 132,650 | $4.2M |
| Professional Financial Management, Inc. | 3.53% | Add +8.9% | 111,214 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.1% | 108,731 | $3.4M |
| WT Wealth Management | 0.90% | Add +13.9% | 103,757 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +122.0% | 99,761 | $3.1M |
| Fermata Advisors, LLC | 0.62% | Add +87.3% | 98,434 | $3.1M |
| Charles Schwab Trust Co | 0.16% | Add +5.4% | 89,892 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.5% | 88,477 | $2.8M |
| Bank of America Corp. | 0.00% | Add +7.2% | 83,067 | $2.6M |
| Principia Wealth Advisory, LLC | 1.29% | Reduce -37.4% | 82,622 | $2.6M |
| MFG Wealth Management, Inc. | 1.76% | Add +7.1% | 78,530 | $2.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -70.2% | 74,473 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +49.5% | 71,265 | $2.2M |
| Bank of Nova Scotia | 0.00% | No change | 68,200 | $2.1M |
| Collective Family Office LLC | 0.36% | Reduce -29.0% | 56,305 | $1.8M |
| IFP Advisors, Inc | 0.03% | Add +77.5% | 55,172 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 53,140 | $1.7M |
| Quadrature Capital Ltd | 0.01% | New | 51,569 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | Add +7.0% | 51,095 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.7% | 50,883 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +5.6% | 50,726 | $1.6M |
| Compass Financial Management LLC | 0.19% | — | 50,314 | $1.6M |
| Barden Capital Management, Inc. | 1.25% | Reduce -1.7% | 43,414 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -59.0% | 37,103 | $1.2M |
| Smart Money Group LLC | 0.30% | Add +5.7% | 36,926 | $1.2M |
| Faithward Advisors, LLC | 0.14% | Reduce -2.3% | 35,714 | $1.1M |
| WBH Advisory Inc. | 0.07% | Reduce -62.6% | 35,637 | $1.1M |
| Seek First Inc. | 0.69% | Reduce -6.4% | 34,831 | $1.1M |
| Frisch Financial Group, Inc. | 0.16% | Reduce -7.0% | 29,607 | $927K |
| Antonelli Financial Advisors, LLC | 0.59% | Reduce -15.5% | 27,301 | $855K |
| Sigma Planning Corp | 0.02% | New | 27,271 | $854K |
| Granville Capital, Inc. | 0.37% | Add +8.9% | 26,302 | $823K |
| Keystone Global Partners, LLC | 0.31% | Add +134.2% | 26,006 | $814K |
| Ritholtz Wealth Management | 0.01% | Add +141.2% | 25,991 | $814K |
| Sellwood Investment Partners LLC | 0.26% | Add +9.7% | 23,510 | $736K |
| Downshift Financial, LLC | 0.33% | Add +9.7% | 23,079 | $722K |
| Waverly Advisors, LLC | 0.00% | Reduce -66.9% | 18,299 | $573K |
| NorthRock Partners, LLC | 0.01% | Reduce -66.9% | 16,265 | $509K |
| Savant Capital, LLC | 0.00% | New | 16,357 | $493K |
| Citadel Advisors | 0.00% | New | 15,063 | $471K |
| Total Investment Management Inc. | 0.05% | Add +0.0% | 14,613 | $438K |
| Vise Technologies, Inc. | 0.00% | New | 13,837 | $433K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -9.2% | 13,398 | $419K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -77.6% | 12,916 | $404K |
| Strategic Blueprint, LLC | 0.02% | Reduce -38.8% | 12,677 | $397K |
| World Investment Advisors | 0.01% | Reduce -64.6% | 12,624 | $395K |
| Milestones Private Investment Advisors LLC | 0.31% | No change | 12,588 | $394K |
| Compound Planning, Inc. | 0.01% | Add +63.7% | 12,076 | $378K |
| Invst, LLC | 0.04% | Reduce -61.7% | 11,525 | $361K |
| Pathstone Holdings, LLC | 0.00% | New | 11,116 | $348K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -82.5% | 10,908 | $341K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -53.9% | 10,099 | $316K |
| Hayek Kallen Investment Management | 0.09% | Reduce -5.7% | 9,990 | $313K |
| Ascent Group, LLC | 0.01% | New | 9,121 | $285K |
| Talisman Wealth Advisors LLC | 0.21% | New | 12,277 | $284K |
| Madden Advisory Services, Inc. | 0.09% | Add +4.2% | 8,450 | $264K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.7% | 8,267 | $259K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.8% | 8,364 | $257K |
| Blalock Williams, LLC | 0.16% | New | 7,942 | $249K |
| Osaic Holdings, Inc. | 0.00% | Reduce -64.8% | 6,913 | $216K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -36.4% | 6,852 | $214K |
| GTS Securities LLC | 0.00% | Reduce -90.2% | 6,797 | $213K |
| Founders Grove Wealth Partners, LLC | 0.04% | New | 6,772 | $212K |
| Greenup Street Wealth Management LLC | 0.03% | New | 6,662 | $209K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.5% | 6,656 | $208K |
| Clark Asset Management, LLC | 0.02% | New | 6,636 | $208K |
| Balboa Wealth Partners | 0.03% | New | 6,534 | $205K |
| Zenith Solutions, Inc. | 0.19% | — | 6,530 | $204K |
| Strategic Advocates LLC | 0.70% | Reduce -24.3% | 5,757 | $180K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,851 | $121K |
| SouthState Bank Corp | 0.00% | No change | 2,990 | $94K |
| Creative Financial Designs Inc. | 0.00% | Reduce -67.8% | 2,701 | $85K |
| Qube Research & Technologies Ltd | 0.00% | Add +134.7% | 2,319 | $73K |
| AdvisorNet Financial, Inc | 0.00% | New | 2,156 | $67K |
| Larson Financial Group LLC | 0.00% | Add +146.8% | 2,118 | $66K |
| Dogwood Wealth Management LLC | 0.02% | Add +1049.7% | 1,920 | $60K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -7.2% | 1,744 | $55K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,354 | $43K |
| Triumph Capital Management | 0.01% | Reduce -81.0% | 1,203 | $38K |
| Versant Capital Management, Inc | 0.00% | No change | 1,161 | $36K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,139 | $36K |
| BlackRock, Inc. | 0.00% | Reduce -51.6% | 973 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -67.5% | 731 | $23K |
| Fifth Third Bancorp | 0.00% | New | 491 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.9% | 481 | $15K |
| Trust Co. of Vermont | 0.00% | — | 355 | $11K |
| Signature Equity Partners, LLC | 0.00% | Reduce -34.7% | 296 | $9K |
| Institute for Wealth Management, LLC. | 0.00% | New | 290 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 235 | $7K |
| Continuum Advisory, LLC | 0.00% | New | 178 | $6K |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 161 | $5K |
| FMR LLC | 0.00% | Reduce -85.2% | 100 | $3K |
| UBS Group AG | 0.00% | Reduce -52.6% | 81 | $3K |
| Harbour Investments, Inc. | 0.00% | New | 69 | $2K |
| IFG Advisory, LLC | 0.00% | New | 54 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 46 | $1K |
| Allworth Financial LP | 0.00% | New | 43 | $1K |
| Fiduciary Financial Advisors | 0.00% | New | 24 | $751 |
| Assetmark, Inc. | 0.00% | No change | 18 | $563 |
"% of holder's portfolio" is SCHQ's weight in each manager's 13F, not the share of Schwab Long-Term US Treasury the manager owns.